Anic Equity¶
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Total return since start: 0.625 %¶
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Equity now: -----------------------------> 49627.32 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45566.11 Kr¶
PnL: ---------------------------------------> 510.11 Kr¶
DD now: ---------------------------------> -6.576 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 13:57:50.723248'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.760000 | 1673.460000 | 204.460000 | 13.920000 | 1468.999998 |
| Sedana Medical | 93 | 5.650000 | 2713.740000 | 192.740000 | 7.650000 | 2521.000011 |
| Orrön Energy | 180 | 5.160000 | 2162.700000 | 119.700000 | 5.860000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.880000 | 999.000000 | 64.000000 | 6.840000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 5.450000 | 1022.400000 | 61.400000 | 6.390000 | 960.999996 |
| JM | 6 | 3.830000 | 911.400000 | 47.400000 | 5.490000 | 864.000000 |
| Sagax A | 4 | 4.650000 | 900.000000 | 46.000000 | 5.390000 | 854.000000 |
| Catena | 2 | 4.180000 | 836.800000 | 44.800000 | 5.660000 | 792.000000 |
| Sagax B | 4 | 3.690000 | 898.800000 | 44.800000 | 5.250000 | 854.000000 |
| Hoist Finance | 35 | 1.220000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Hexatronic Group | 12 | 3.590000 | 1002.960000 | 35.960000 | 3.720000 | 966.999996 |
| Bilia A | 8 | 1.960000 | 917.600000 | 17.600000 | 1.960000 | 900.000000 |
| BioGaia B | 8 | 1.370000 | 947.200000 | 17.200000 | 1.850000 | 930.000000 |
| Gränges | 9 | 1.650000 | 943.200000 | 15.200000 | 1.640000 | 927.999999 |
| Biotage | 7 | 0.520000 | 947.800000 | 6.800000 | 0.720000 | 940.999997 |
| HEXPOL B | 9 | -0.260000 | 1025.100000 | 4.100000 | 0.400000 | 1020.999996 |
| Clas Ohlson B | 12 | 0.180000 | 976.200000 | 3.200000 | 0.330000 | 972.999996 |
| OX2 | 13 | 1.310000 | 952.900000 | 2.900000 | 0.310000 | 949.999999 |
| AcadeMedia | 8 | 0.500000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| EQT | 4 | 0.530000 | 832.400000 | 0.400000 | 0.050000 | 832.000000 |
| Byggmax Group | 33 | 0.070000 | 953.700000 | -2.300000 | -0.240000 | 956.000001 |
| ASSA ABLOY B | 3 | -0.580000 | 771.300000 | -7.700000 | -0.990000 | 779.000001 |
| Alimak Group | 11 | 0.240000 | 919.600000 | -8.400000 | -0.910000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 1.040000 | 953.400000 | -13.600000 | -1.410000 | 966.999999 |
| SKF B | 5 | -1.510000 | 917.900000 | -22.100000 | -2.350000 | 940.000000 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| Indutrade | 5 | 2.110000 | 1185.500000 | -32.500000 | -2.670000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.770000 | 1050.000000 | -37.000000 | -3.400000 | 1087.000000 |
| Latour B | 4 | 0.200000 | 819.600000 | -37.400000 | -4.360000 | 857.000000 |
| Hexagon B | 26 | 0.960000 | 3422.900000 | -38.100000 | -1.100000 | 3461.000010 |
| Addnode Group B | 11 | -2.680000 | 877.250000 | -43.750000 | -4.750000 | 921.000003 |
| INVISIO | 16 | 0.890000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| BHG Group | 97 | 3.360000 | 1400.680000 | -58.320000 | -4.000000 | 1458.999989 |
| Bufab | 3 | -0.400000 | 1048.800000 | -60.200000 | -5.430000 | 1109.000001 |
| TOTAL | 45566.110000 | 510.110000 | -6.57569% | 45056.000411 |
Updated:¶
'2023-07-04 13:58:07.496402'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
